Vault-13

ISHARES TR IDU

U.S. UTILITS ETF · ETP · CUSIP 464287697

272 institutional holders +6 vs Q2 2025
7,937,2317.9m shares reported held*
$882.5mreported value*
38 new 95 added 61 reduced 29 sold out net bought ≈ $127.9m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $111.19.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 224Q4 22: 238Q1 23: 220Q2 23: 217Q3 23: 204Q4 23: 217Q1 24: 207Q2 24: 238Q3 24: 259Q4 24: 273Q1 25: 255Q2 25: 266Q3 25: 272272Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022224
Q4 2022238
Q1 2023220
Q2 2023217
Q3 2023204
Q4 2023217
Q1 2024207
Q2 2024238
Q3 2024259
Q4 2024273
Q1 2025255
Q2 2025266
Q3 2025272

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 81 bought or addedQ4 23: 91 cut or sold outQ1 24: 66 bought or addedQ1 24: 94 cut or sold outQ1 24Q2 24: 113 bought or addedQ2 24: 69 cut or sold outQ3 24: 121 bought or addedQ3 24: 79 cut or sold outQ3 24Q4 24: 111 bought or addedQ4 24: 95 cut or sold outQ1 25: 101 bought or addedQ1 25: 123 cut or sold outQ1 25Q2 25: 126 bought or addedQ2 25: 87 cut or sold outQ3 25: 133 bought or addedQ3 25: 90 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20238191
Q1 20246694
Q2 202411369
Q3 202412179
Q4 202411195
Q1 2025101123
Q2 202512687
Q3 202513390

Biggest buyers

Steward Partners Investment Advisory, LLC Added +352,715+352.7k
PINKERTON WEALTH, LLC New +337,842+337.8k
True Freedom Investing, LLC New +231,733+231.7k
Cresset Asset Management, LLC New +158,476+158.5k
Moloney Securities Asset Management, LLC New +83,105+83.1k
RPS ADVISORY SOLUTIONS LLC New +76,583+76.6k
WELLS FARGO & COMPANY/MN Added +67,415+67.4k
BANK OF AMERICA CORP /DE/ Added +51,642+51.6k
CoreCap Advisors, LLC Added +49,545+49.5k
LPL Financial LLC Added +47,988+48.0k

Biggest sellers

ROYAL BANK OF CANADA Reduced -343,137-343.1k
PRINCIPAL FINANCIAL GROUP INC Sold out -86,585-86.6k
Arete Wealth Advisors, LLC Sold out -37,698-37.7k
JANE STREET GROUP, LLC Sold out -26,844-26.8k
GOLDMAN SACHS GROUP INC Reduced -20,739-20.7k
Corient Private Wealth LP Reduced -20,390-20.4k
Clal Insurance Enterprises Holdings Ltd Sold out -15,000-15.0k
D. E. Shaw & Co., Inc. Sold out -14,995-15.0k
Tower Research Capital LLC (TRC) Sold out -13,727-13.7k
Sowell Financial Services LLC Sold out -11,302-11.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIL Ltd (0.0%, 2026-05-07)

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 989,938989.9k $109.8m $109.8m 0.01% Added +51.6k +51,642
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 695,720695.7k $77.2m $77.2m 0.00% Added +20.1k +20,111
3 Destination Wealth Management 1.87% of their portfolio Walnut Creek, CA 610,713610.7k $67.7m $67.7m 1.87% Reduced -3.4k -3,375
4 PGIM Custom Harvest LLC 0.77% of their portfolio NEWARK, NJ 458,681458.7k $50.9m $50.9m 0.77% Reduced -1.2k -1,151
5 Steward Partners Investment Advisory, LLC 0.24% of their portfolio STAMFORD, CT 381,290381.3k $42.3m $42.3m 0.24% Added +352.7k +352,715
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 361,121361.1k $40.0m $40.0m 0.01% Added +48.0k +47,988
7 PINKERTON WEALTH, LLC 4.03% of their portfolio COEUR D ALENE, ID 337,842337.8k $37.5m $37.5m 4.03% New
8 True Freedom Investing, LLC 9.18% of their portfolio COEUR D'ALENE, ID 231,733231.7k $25.7m $25.7m 9.18% New
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 228,780228.8k $25.4m $25.4m 0.01% Added +67.4k +67,415
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 213,408213.4k $23.7m $23.7m 0.01% Added +8.3k +8,273
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 179,199179.2k $19.9m $19.9m 0.00% Reduced -343.1k -343,137
12 Cresset Asset Management, LLC 0.08% of their portfolio Chicago, IL 158,476158.5k $17.6m $17.6m 0.08% New
13 Camarda Financial Advisors, LLC 4.97% of their portfolio FLEMING ISLAND, FL 121,475121.5k $13.5m $13.5m 4.97% Reduced -6.0k -5,974
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 118,733118.7k $13.2m $13.2m 0.02% Added +10.6k +10,594
15 LBMC INVESTMENT ADVISORS, LLC 0.78% of their portfolio BRENTWOOD, TN 110,709110.7k $12.3m $12.3m 0.78% Reduced -2.1k -2,135
16 MinichMacGregor Wealth Management, LLC 2.29% of their portfolio Saratoga Springs, NY 106,035106.0k $11.8m $11.8m 2.29% Reduced -562 -562
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,330100.3k $11.1m $11.1m 0.00% Added +5.5k +5,472
18 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 95,94895.9k $10.6m $10.6m 0.07% Added +14.3k +14,252
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 91,09491.1k $9.9m $9.9m 0.01% Added +3.2k +3,153
20 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 85,80385.8k $9.5m $9.5m 0.03% Added +32.5k +32,476
21 Moloney Securities Asset Management, LLC 1.10% of their portfolio MANCHESTER, MO 83,10583.1k $9.2m $9.2m 1.10% New
22 RPS ADVISORY SOLUTIONS LLC 4.17% of their portfolio LOUISVILLE, KY 76,58376.6k $8.5m $8.5m 4.17% New
23 ARRIEN INVESTMENTS, INC. 4.53% of their portfolio BOISE, ID 69,80169.8k $7.7m $7.7m 4.53% Added +370 +370
24 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 69,41369.4k $7.7m $7.7m 0.01% Reduced -6.1k -6,086
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 69,28469.3k $7.7m $7.7m 0.00% Added +1.1k +1,133
26 FORTE ASSET MANAGEMENT LLC 3.68% of their portfolio BEDFORD, NY 68,95969.0k $7.6m $7.6m 3.68% Added +464 +464
27 Prospera Financial Services Inc 0.12% of their portfolio Dallas, TX 63,10663.1k $7.0m $7.0m 0.12% Reduced -3.3k -3,256
28 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 62,13262.1k $6.9m $6.9m 0.01% Added +22.0k +22,028
29 Summit Financial Consulting LLC 5.23% of their portfolio STERLING HEIGHTS, MI 59,03359.0k $6.5m $6.5m 5.23% Added +6.1k +6,100
30 CoreCap Advisors, LLC 0.20% of their portfolio SOUTHFIELD, MI 49,94149.9k $5.5m $5.5m 0.20% Added +49.5k +49,545
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 48,96249.0k $5.4m $5.4m 0.00% Added +445 +445
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 46,72846.7k $5.2m $5.2m 0.01% Added +2.5k +2,455
33 Stratos Wealth Advisors, LLC 0.25% of their portfolio BEACHWOOD, OH 46,54246.5k $5.2m $5.2m 0.25% Reduced -113 -113
34 COUNTRY CLUB BANK 0.31% of their portfolio KANSAS CITY, MO 46,52646.5k $5.1m $5.1m 0.31% Reduced -22 -22
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 42,70842.7k $4.7m $4.7m 0.00% Added +2.6k +2,598
36 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 38,85238.9k $4.3m $4.3m 0.03% Added +24.9k +24,877
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 32,78832.8k $3.6m $3.6m 0.00% Added +12.4k +12,444
38 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 32,71532.7k $3.6m $3.6m 0.02% Added +6.7k +6,663
39 CROBAN 2.27% of their portfolio FREMONT, OH 30,75930.8k $3.4m $3.4m 2.27% Added +227 +227
40 Midwest Professional Planners, LTD. 0.76% of their portfolio WAUSAU, WI 28,16228.2k $3.1m $3.1m 0.76% Reduced -26 -26
41 CPR Investments Inc. 2.12% of their portfolio Rochester, MI 27,73127.7k $3.1m $3.1m 2.12% Added +379 +379
42 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 27,57627.6k $3.1m $3.1m 0.06% Added +934 +934
43 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 26,97127.0k $3.0m $3.0m 0.00% Added +175 +175
44 USA FINANCIAL FORMULAS 0.50% of their portfolio ADA, MI 25,81525.8k $2.9m $2.9m 0.50% New
45 Balboa Wealth Partners 0.49% of their portfolio SCOTTSDALE, AZ 25,74225.7k $2.9m $2.9m 0.49% New
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 24,16424.2k $2.7m $2.7m 0.01% Added +3.3k +3,309
47 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 23,20923.2k $2.5m $2.5m 0.01% Added +10.5k +10,465
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 22,85722.9k $2.5m $2.5m 0.00% Added +4.1k +4,074
49 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 22,81322.8k $2.5m $2.5m 0.03% Added +2.1k +2,100
50 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 22,08822.1k $2.4m $2.4m 0.01% Reduced -2.9k -2,883
51 ADVISORS MANAGEMENT GROUP INC /ADV 0.41% of their portfolio LA CROSSE, WI 21,18821.2k $2.4m $2.4m 0.41% Reduced -617 -617
52 INDEPENDENT FINANCIAL GROUP, LLC 0.05% of their portfolio SAN DIEGO, CA 20,59920.6k $2.3m $2.3m 0.05% Reduced -2.1k -2,129
53 BOS Asset Management, LLC 0.61% of their portfolio SPRINGFIELD, IL 19,44819.4k $2.2m $2.2m 0.61% Added +1.2k +1,217
54 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 19,19019.2k $2.1m $2.1m 0.02% Added +183 +183
55 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,90718.9k $2.1m $2.1m 0.00% Added +16.9k +16,855
56 Wealthstar Advisors, LLC 0.82% of their portfolio Plano, TX 18,72018.7k $2.1m $2.1m 0.82% Reduced -3.3k -3,320
57 EVERETT HARRIS & CO /CA/ 0.02% of their portfolio LOS ANGELES, CA 18,21418.2k $2.0m $2.0m 0.02% Reduced -300 -300
58 First Citizens Financial Corp 0.98% of their portfolio MASON CITY, IA 17,89817.9k $2.0m $2.0m 0.98% Reduced -63 -63
59 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,49217.5k $1.9m $1.9m 0.00% Reduced -20.7k -20,739
60 EWG Elevate Inc. 0.60% of their portfolio ROSEVILLE, CA 17,38317.4k $1.9m $1.9m 0.60% Added +572 +572
61 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 17,30217.3k $1.9m $1.9m 0.00% Added +330 +330
62 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 16,93516.9k $1.9m $1.9m 0.00% Added +385 +385
63 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,17716.2k $1.8m $1.8m 0.00% Reduced -289 -289
64 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 15,97416.0k $1.8m $1.8m 0.01% Reduced -100 -100
65 WealthCare Investment Partners, LLC 0.54% of their portfolio PORTSMOUTH, RI 15,01715.0k $1.7m $1.7m 0.54% Reduced -349 -349
66 Lifestyle Asset Management, Inc. 0.56% of their portfolio FRIENDSWOOD, TX 14,70714.7k $1.6m $1.6m 0.56% New
67 Wakefield Asset Management LLLP 0.44% of their portfolio Englewood, CO 14,68214.7k $1.6m $1.6m 0.44% Reduced -486 -486
68 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 14,23214.2k $1.6m $1.6m 0.04% Unchanged
69 Essex LLC 0.28% of their portfolio DEER PARK, IL 14,07114.1k $1.6m $1.6m 0.28% Reduced -559 -559
70 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 13,66313.7k $1.5m $1.5m 0.03% Added +4.7k +4,672
71 HOLDERNESS INVESTMENTS CO 0.31% of their portfolio GREENSBORO, NC 13,63013.6k $1.5m $1.5m 0.31% Added +2 +2
72 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,35213.4k $1.5m $1.5m 0.00% Added +407 +407
73 Lifeworks Advisors, LLC 0.19% of their portfolio GRAND RAPIDS, MI 13,05313.1k $1.4m $1.4m 0.19% Added +4.2k +4,173
74 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 12,96013.0k $1.5m $1.5m 0.01% New
75 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 12,58012.6k $1.4m $1.4m 0.02% Added +1.1k +1,068
76 ALLSTATE CORP 0.03% of their portfolio NORTHBROOK, IL 12,04712.0k $1.3m $1.3m 0.03% Reduced -2.0k -2,000
77 Westerkirk Capital Inc. 0.15% of their portfolio VICTORIA, A1 11,78011.8k $1.3m $1.3m 0.15% New
78 Sharkey, Howes & Javer 0.17% of their portfolio DENVER, CO 11,64411.6k $1.3m $1.3m 0.17% Reduced -536 -536
79 Nikulski Financial, Inc. 0.32% of their portfolio BETTENDORF, IA 11,36311.4k $1.3m $1.3m 0.32% Unchanged
80 Jaffetilchin Investment Partners, LLC 0.07% of their portfolio TAMPA, FL 10,81510.8k $1.2m $1.2m 0.07% Added +32 +32
81 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9,0429.0k $1.0m $1.0m 0.00% Reduced -2.3k -2,312
82 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 8,6228.6k $956.2k $956.2k 0.01% Added +730 +730
83 Brendel Financial Advisors LLC 0.49% of their portfolio HANOVER, NH 8,5798.6k $951.4k $951.4k 0.49% New
84 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 8,2808.3k $918.3k $918.3k 0.00% Added +2.9k +2,860
85 Sovran Advisors, LLC 0.08% of their portfolio SAN DIEGO, CA 8,1698.2k $920.0k $920.0k 0.08% New
86 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 8,0268.0k $890.1k $890.1k 0.06% Reduced -1.0k -1,012
87 Forvis Mazars Wealth Advisors, LLC 0.02% of their portfolio Springfield, MO 7,9127.9k $877.4k $877.4k 0.02% Unchanged
88 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 7,8607.9k $871.7k $871.7k 0.02% Reduced -78 -78
89 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 7,7927.8k $864.2k $864.2k 0.00% Added +1.3k +1,337
90 Simmons Bank 0.06% of their portfolio Pine Bluff, AR 7,7767.8k $862.4k $862.4k 0.06% Reduced -4 -4
91 Wealth Management Associates, Inc. 0.30% of their portfolio Cherry Hill, NJ 7,7477.7k $859.2k $859.2k 0.30% Added +478 +478
92 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,6497.6k $848.3k $848.3k 0.00% Reduced -5.2k -5,179
93 FMR LLC 0.00% of their portfolio BOSTON, MA 7,5957.6k $842.3k $842.3k 0.00% Added +226 +226
94 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,5727.6k $839.8k $839.8k 0.00% Reduced -7.0k -7,003
95 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 7,4087.4k $821.5k $821.5k 0.02% Added +412 +412
96 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 7,3247.3k $812.2k $812.2k 0.01% New
97 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 7,1037.1k $787.8k $787.8k 0.01% Reduced -25 -25
98 Mullooly Asset Management, Inc. 0.30% of their portfolio WALL TOWNSHIP, NJ 6,9577.0k $771.4k $771.4k 0.30% Reduced -1.0k -1,015
99 GARRISON POINT ADVISORS, LLC 0.32% of their portfolio Walnut Creek, CA 6,9386.9k $769.4k $769.4k 0.32% Reduced -10 -10
100 Gerber Kawasaki Wealth & Investment Management 0.03% of their portfolio SANTA MONICA, CA 6,8456.8k $759.1k $759.1k 0.03% Added +38 +38